The Wall Street analyst community saw the biggest calls on Wall Street on Thursday, with JPMorgan initiating ResMed as overweight and Raymond James upgrading Okta to outperform from market perform. Evercore ISI reiterates Nvidia as outperform, despite recent concerns about AI demand and potential delays. JPMorgan upgraded Blackstone Mortgage to overweight from neutral and upgrades Blackstone mortgage to overweight. Raymond James upgraded Okta for outperform due to the potential for a significant unit TAM increase in the Okta's core market due to increased workforce participation. JPMorgan reiterates Apple as overweight ahead of its earnings, while Evercore reiterated Tesla as in line. However, Mizuho downgraded PayPal to neutral from outperform and downplayed PayPal's prospects due to rising competitive and fundamental headwinds. KeyBancanc initiated coverage of Kaiser Aluminum as overweight.